I personally talked with the Cal-ISO operator (which if you don't know, they are the grid operators for the 70% of California). They are concerned about the power situation starting as soon as this summer. Here is the scoop:
The 70% of California controlled by the ISO essentially functions as two sections, PG&E, SMUD and a few minor irrigation districts in the north and SCE and SDG&E in the south. It must be stressed that LA is not part of the ISO, nor are they really tied to ISO grid, so CA south projects DO NOT apply to the City of LA proper.
In anycase, NorCal is okay for electricity until 2009, where operating reserves may be eclipsed by demand during a real strong heat wave. If the weather is normal, there won't be problems.
The real action is in SoCal, where the grid is ALREADY over burdened. Here is what's up. THis year, come late august or early september, if the entire state suffers what meteorologists call the 1 in 10 heat storm (which is essentially a heat wave you would expect to see every ten years or so), the SoCal section of the grid WILL be 2% SHORT on electricty. Add to the fact the utilities actually require a 3% operating surplus for safety's sake, you can see we will come up short. 5% is a lot of electricity, but it is fairly easy to shed. If that 1:10 event materializes, expect to see industries and other large users to be cut off, stores to dim the lights and a mass advertising campaign to conserve. If that doesn't work, the state shuts off the water pumps that ship water to LA (called dropping the pump load) and if that isn't enough, then you will see rolling blackouts from Tulare County down to the Mexican border. That's alot of ifs here. I personally dont think it will materialize.
2005 is the good year. It gets worse from here on out. 2006, the operating shortfall increases close to double digits, which means GUARENTEED Blackouts in a mildly hot summer. 2007 and 2008, if the ISO numbers are accurate, rolling blackouts will be a daily occurance for most of the summer months, regardless of the weather. 2009's prediction is ridiculous. It shows us well over 7% short with average weather.
I'd love to get some of the specific numbers, but my numbers are offline on paper at work. So scroll down to page 16 of the linked pdf to see a graphic representation of the predicament
http://energy.ca.gov/electricity/2005_s ... TATION.PDF
Now, talking with staff at the ISO and reading materials from the CEC, the dire assumptions partially originates as part of assumed retirements of existing gas fired generation units (older, inefficient models). There are no new plants of any significance anticipated for startup in the near future. Generation units are significant projects so the ISO can predict when the next unit will open with some accuracy. The retirements are alot harder to anticipate. Take out all of the socal retirements and suddenly the dire nature of the forecast disappears. If no plants close after this year and no new ones open, the 1:10 shortfall only becomes an issue from 2007 or so.
The ISO/energy commission has been caught flat-footed before back in 2001, when they produced a dire forecast that never materialized.
But here is the other factor: a significant number of CA plants are gas fired and any new one that would go online would likewise be gas fired. I asked that question of dependance on gas reliance in the face of increasingly scarce supplies to one of the state officials. He rather bluntly told me "I do not know." CA enviro laws make it too difficult to permit a coal plant and even if we could permit coal plants, the state has virtually no coal supplies. As it is clear to anyone who studies renewables, none currently could ramp up to meet the naturalgas component.
So they do not model or plan for any changes in gas supplies. As far as the energy commission is concerned, gas for power plants will continue to flow, with the real problem lying with the construction of plants.
So there you have it, you Southern Californians could see problems this year but in all liklihood won't until 2007. Now if continental gas production goes off the predicted cliff and LNG fails to come online in time or sufficient quantities all bets are off.
We are skating on a knifes edge right now. It wouldnt take much to cause a crisis.